Brian Douglass is a CFP-designated registered investment advisor at Financial Advisors Network, INC., based in Tustin, CA, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 809 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Advisors Network (FAN) offers investment management through SEI programs. The annual advisory fee is up to 1.30% of the assets in the SEI program account, and this fee is negotiable. The fee is paid quarterly in arrears. FAN also offers a wrap fee program, but fees for this program are described in a separate brochure.
Location
1432 Edinger Avenue, Suite 200, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian is involved in tax preparation/accounting, spending minimal time. He also provides investment advisory services through Financial Advisors Network, Inc., dedicating nearly full-time hours to this role, and manages rental properties for a few hours per week.
Employment History
Current Registrations
Financial Advisors Network, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Benefit Financial Service CompanyBroker
Financial Advisory Clinic Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.